N.V.N.G. Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
N.V.N.G. Investments Inc. provides investment supervisory and portfolio management services to individuals — including high-net-worth clients — as well as trusts, pension and profit-sharing plans, banks, and other corporate entities. The firm primarily manages advisory accounts and delivers regular account reporting to clients.
The firm’s investment process emphasizes fundamental analysis supported by external research, company filings and market data, and it employs a broad set of implementation tools, including long‑ and short‑term purchases, frequent trading, option writing, margin transactions and short sales. Accounts are reviewed on an ongoing basis with monthly inventories of holdings and quarterly reports to clients.
This adviser is unusual among its peers in that a single registered advisor oversees a relatively large asset base (over $329 million), and the Form ADV discloses prior disclosure events. The brochure also discloses potential conflicts of interest: the firm or related persons may recommend securities in which they have a financial interest and may trade those securities for their own accounts, and the adviser typically exercises discretionary authority over security selection, trade size, broker selection and commission rates.
Client services
Expertise
Fee options
Fixed fees (not including subscription fees) are offered, but specific amounts are not stated.
Main office
555 Crosstown Parkway, Suite 405
Kalamazoo MI 49008-1982
Advisors at this office
1
Most active in
Texas
Also doing business as
N.V.N.G. Investments, Inc. · Nvng Investments Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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